Niit Limited · NSE:NIITLTD
Niit — Q4 FY26 Earnings Presentation
10 slides from Niit's earnings presentation, May 14, 2026
Slide 1: Cover letter to stock exchanges
May 14, 2026 The Manager The Manager BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Bandra Kurla Complex, Dalal Street, Mumbai - 400 001 Bandra (E), Mumbai - 400 051 Subject: Presentation made to the Analysts and / or Institutional Investors Scrip Cod
Slide 2: Financial Results Q4 & FY26
Financial Results Q4 & FY26 May 14, 2026
Slide 3: Environment Overall
Environment Overall Macro → tighter enterprise spends IT sector in transition, driven by AI • Growth moderating; enterprise CFO focus sharpening on • Hiring is likely to remain muted , with sporadic spikes 02 01 cost discipline; Training budgets becoming ROI-linked • Top 5 net cut 6,981 jobs. FY27 f
Slide 4: The Three-Part AI Talent Opportunity | GSIs, GCCs and Indian Enterprises
The Three-Part AI Talent Opportunity | GSIs, GCCs and Indian Enterprises AI-augmented teams are already running 40–70% smaller. One engagement: 150-person team compressed to 42. >50% of roles face displacement in 36 months. 01 - Reskill 02 - Retool 03 - Onboard Existing employees whose roles are Sta
Slide 5: Q4 FY26 Highlights
Q4 FY26 Highlights • Overall Revenue at INR 997 Mn (up 16% YoY and lower by 2% QoQ); Organic, revenue was at INR 875 Mn (higher by 1% YoY and lower by 1% QoQ). • Revenue from Technology programs at INR 699 Mn; up 22% YoY. • Revenue from BFSI & Other programs at INR 298 Mn; up 4% YoY. • Revenue from
Slide 6: FY26 Highlights
FY26 Highlights • Overall Revenue at INR 3,902 Mn up 9% YoY; Organic revenue was at INR 3,489 Mn. Iamneo contributed 413 Mn to the overall revenue. • Revenue from Technology programs at INR 2,814 Mn; up 20% YoY • Revenue from BFSI & Other programs at INR 1,088 Mn; lower 12% YoY. • Order Intake of IN
Slide 7: Key Financials
Key Financials INR Mn Q4 FY26 Q3FY26 QoQ Q4 FY25 YoY FY26 FY25 YoY Order Intake 869 822 6% 736 18% 4,209 3,608 17% Net Revenue 997 1,014 -2% 863 16% 3,902 3,576 9% Operating Expenses 998 1,004 -1% 859 16% 3,941 3,461 14% EBITDA (0.2) 10 (-10) mn 4 (-4) mn (40) 115 (155) Depreciation 74 76 -3% 59 25%
Slide 8: Revenue Mix – FY26
Revenue Mix – FY26 FY26 FY25 Current Year Last Year BFSI & BFSI & Others Consumer Consumer Others 28% 35% 35% 34% Enterprise Enterprise Technology Technology 65% 66% 65% 72% Reflections Tech growth driven by GTM expansion and pivot to work pro. Green shoots in BFSI hiring at year end Helping people
Slide 9: People
People 940 939 931 885 722 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Headcount down 8 QoQ and up 209 YoY * excludes project retainers; iamneo added to NIIT family from Q1 FY26 Helping people realize their true potential 8
Slide 10: Share Holding Pattern
Share Holding Pattern 38.8% 39.4% 40.0% 40.6% 41.7% 11.5% 11.3% 11.2% 11.2% 11.2% 12.5% 12.2% 11.8% 11.3% 10.1% * 37.2% 37.2% 37.0% 37.0% 37.0% Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Promoters FPIs DIIs Individuals and Corporates * Includes impact dilution of shareholding percentage due to exercise